Integrations
Helpful information on how to set up and best use Proof's integrations.
By Scott and 4 others5 authors22 articles
- Disabling blocking of Proof cookies for case management integrationsIf you're having trouble logging in to a Proof via an integration (e.g. Clio, MyCase, or Litify), follow the steps in this article.
- What Does Proof See in My Case Management System?Learn what Proof does and doesn't view in your case management system when connected via integration.
- Welcome to the New Proof Integration ExperienceLearn about the latest changes to Proof within your case management system.
- ⚠️ Action required: Proof collection updateInstructions to update your Proof collection with 2 new fields: Serve ID and Affidavits
- Proof x SmartAdvocate Integration GuideServe nationwide without ever leaving your case management system.
Clio
Clio Integration Information and Troubleshooting
- How do I add Proof to Clio?
- Clio - Managing Serve Requests
- Clio - Creating Serve Requests
- Existing Proof Clients Adding Proof to Clio
- Clio - How do I use Proof in a matter?
- Clio - What is the user onboarding process?
- Clio - How do I manage users in my law firm?
- Clio - Configuring Integration Settings
- Clio - Troubleshooting
Filevine
Filevine Integration Setup, Best Practices, and Troubleshooting
- How to set up the Proof x Filevine IntegrationThis step by step guide walks through generating a personal access token (PAT) for v2 API users.
- Using the Proof Chrome ExtensionCreate jobs without leaving Filevine with Proof's new Chrome Extension
- How to Receive Job Updates Within Filevine
- How to Create Filevine Expense Activities for Proof InvoicesAutomatically generate expense activities in Filevine.
- Proof Notifications Delivered to Your Filevine Activity Feed
Litify
A collection of helpful articles about Proof's integration with Litify.